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iShares iBonds Dec 2026 Term Corporate ETF
IBDR

Overview Fund Activity

298 hedge funds and large institutions have $1.77B invested in iShares iBonds Dec 2026 Term Corporate ETF in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 130 increasing their positions, 64 reducing their positions, and 11 closing their positions.

Holders
298
Holders Change
+60
Holders Change %
+25.21%
% of All Funds
4.37%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
72
Increased
130
Reduced
64
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$53M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
KCM
4
Kathmere Capital Management
Pennsylvania
$20.5M
5
KTM
5
Keeler Thomas Management
Utah
$15M

Top Sellers

1
KA
1
Klingman & Associates
New York
$23.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$22.4M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$0
4
SL
4
Summitry LLC
California
$20.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$10M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
51
Glenview Trust
Kentucky
$8.02M 335,623 +96,468 +40%
CFS
52
Commonwealth Financial Services
West Virginia
$7.93M 331,759 +120,258 +57%
PPWM
53
PFG Private Wealth Management
Florida
$7.9M 330,734 -71,064 -18%
GRP
54
Global Retirement Partners
California
$7.87M 328,831 -20,252 -6%
WWM
55
WJ Wealth Management
Arizona
$7.84M 327,906 +327,906 New
KAS
56
Kestra Advisory Services
Texas
$7.44M 311,255 +75,368 +32%
HA
57
Hamel Associates
New Jersey
$7.27M 304,105 +7,970 +3%
PRWA
58
Platte River Wealth Advisors
Colorado
$7.15M 299,157 +2,772 +0.9%
Creative Planning
59
Creative Planning
Kansas
$7.09M 296,725 +69,942 +31%
AWS
60
Atria Wealth Solutions
New York
$6.82M 285,192 +85,800 +43%
AIA
61
Arcadia Investment Advisors
Idaho
$6.73M 281,609 +10,636 +4%
AF
62
Allworth Financial
California
$6.37M 266,639 +217,266 +440%
IA
63
IFP Advisors
Florida
$6.26M 262,037 +116,483 +80%
FBB
64
Fulton Breakefield Broenniman
Maryland
$6.24M 261,125 +5,430 +2%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$6.14M 256,913 +203,945 +385%
LWM
66
Lyell Wealth Management
California
$6.03M 252,273 +30,262 +14%
PWS
67
Peloton Wealth Strategists
Indiana
$6.02M 251,805 +5,015 +2%
MA
68
MCF Advisors
Kentucky
$5.82M 243,494 -14,119 -5%
FCA
69
FinTrust Capital Advisors
South Carolina
$5.51M 230,419 -5,373 -2%
SSB
70
Sandy Spring Bank
Maryland
$5.44M 227,690 -1,970 -0.9%
SWMG
71
Signature Wealth Management Group
Georgia
$5.36M 224,205 +224,205 New
SWA
72
Stratos Wealth Advisors
Ohio
– – – –
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$5.06M 211,505 -1,210 -0.6%
Renaissance Technologies
74
Renaissance Technologies
New York
$4.79M 200,200 +200,200 New
PWM
75
Praetorian Wealth Management
California
$4.57M 191,055 +3,224 +2%
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